Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Karlynn? Claim Your ProfileKarlynn Kari Schramm is a financial advisor with Gallagher Fiduciary Advisors, LLC. Karlynn is a registered investment advisor and has been in the financial services industry since 1995. Previously, Karlynn worked at Triad Advisors and Kestra Investment Services, LLC, among others. She holds Series 6, 7, and 63 licenses. Karlynn specializes in providing financial advice to individuals, businesses, and retirement plans.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
See schedule d misc. for explanation
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
CO
04/22/2022 - Present
Gallagher Fiduciary Advisors, LLC (Greenwood Village CO)
CO
03/28/2022 - 08/23/2024
TRIAD ADVISORS LLC (Centennial CO)
CO
03/06/2015 - 03/31/2022
KESTRA INVESTMENT SERVICES, LLC (Centennial CO)
MA
08/14/2006 - 10/07/2014
JOHN HANCOCK DISTRIBUTORS LLC (BOSTON MA)
CO
01/06/2006 - 07/12/2006
NFP SECURITIES, INC. (DENVER CO)
NY
02/01/2003 - 10/03/2005
DIVERSIFIED INVESTORS SECURITIES CORP. (HARRISON NY)
CA
04/04/2002 - 02/01/2003
TRANSAMERICA SECURITIES SALES CORPORATION (LOS ANGELES CA)
CT
04/28/2000 - 02/07/2002
HARTFORD EQUITY SALES COMPANY INC. (HARTFORD CT)
CO
01/03/1997 - 03/27/2000
ONE ORCHARD EQUITIES, INC. (GREENWOOD VILLAGE CO)
CO
03/21/1995 - 01/03/1997
THE GREAT-WEST LIFE ASSURANCE COMPANY (ENGLEWOOD CO)
NA
04/15/1994 - 01/23/1995
COLONIAL INVESTMENT SERVICES
IA
Issued 05/06/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/07/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/04/2012
Series 7 - General Securities Representative Examination
BC
Issued 04/14/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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